Experienced & Client-Centered Professionals

As a full-service wealth management firm with more than 70 years of experience in financial services, our mission is to provide sound financial advice to successful businesses, families and individuals. Formed in 2009, Callero Capital understands that investors face many unique challenges throughout their lives, and we are prepared to help our clients face them head-on, with preparation, education and goals-based planning.

Who We Are

Who We Are

Years of experience have prepared us to guide you through your life transitions.

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What We Do

What We Do

We create strategies that are tailored to your needs and goals.

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Why Consider Us

Why Consider Us

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Client Centered

Unique to financial services, we are truly independent and are positioned to provide unbiased investment services for many years to come.

We provide our clients with the necessary clarity and confidence to pursue their long-term financial goals.

We look forward to discussing the many ways we can help you!

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Still Unsure? We Can Help.

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